Alexandra Armstrong, one of the first individuals to obtain a CFP certification, still remembers walking into Ameriprise more than 25 years ago and asking for a $10 million donation. Armstrong, now 81 ...

Hopefully, when and how you take your Social Security benefits is not driven solely on emotion. I often hear people say they are taking benefits as early as they can because they earned them, and ...

A strategic competition is defined by a contest of action and counteraction between determined and capable foes. From military brinksmanship in the South China Sea to sparring over international trade ...

That was my response when I when I first heard the now-ubiquitous term “goals-based investing” several years ago. Isn’t all investing “goals-based”? And if people aren’t investing with goals in mind, ...

Private foundations have been an effective giving vehicle for families to leave a lasting philanthropic legacy for decades. Foundations are impactful means for families looking to create a mark on ...

As board members of grantmaking foundations, one of your most critical responsibilities is ensuring the long-term sustainability and success of your organization. However, many boards of directors ...

Philanthropic reasons abound why a donor might establish a private foundation for charitable giving, several short- and long-term tax benefits also make such an entity appealing. “Savvy investors and ...

Few family foundations have plans to shut down after a certain period of time, preferring instead to exist in perpetuity, according to a survey released last week by the Foundation Center. But the ...